Bertie
search
arrow_back Group 7: Funding, Grants & Investment Readiness
auto_awesomeAI Co-Pilotinventory_2Data-room outputperson_checkAdvisor checkpoint
Task 124 · Group 7

Public R&D Grant Readiness

SBIR / STTR Readiness helps the founder or programme team complete a focused intervention on non-dilutive R&D work packages, technical merit and commercialisation narrative. Within Funding, Grants & Investment Readiness, it turns a broad or uncertain area of the venture into a concrete Bertie work product that can be reviewed, improved and reused. The task is intentionally discrete: it should produce a specific artefact, decision, evidence item or risk signal rather than general learning notes.

Objective

Complete a focused intervention that advances SBIR / STTR Readiness. The objective is to remove ambiguity around non-dilutive R&D work packages, technical merit and commercialisation narrative, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.

When this task is assigned

Bertie or a programme manager assigns Public R&D Grant Readiness when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.

Dependencies & prerequisites

venture thesis; customer evidence; product roadmap; financial assumptions; current funding objective; specific context for non-dilutive R&D work packages, technical merit and commercialisation narrative.

Actions in this task
6 actions
  1. Establish the exact parameters of your public funding strategy, aligning non-dilutive R&D capital with specific venture milestones. Identify whether grant funding accelerates your core technology roadmap without creating operational distractions or IP leakage.

    Objective

    Defining this scope ensures the venture targets appropriate non-dilutive funding bodies without compromising commercial timelines. It aligns team effort around achievable grant outcomes, ensuring public funding serves the broader venture strategy rather than dictating it.

    What's expected

    Produce a clear one-page alignment brief detailing the strategic purpose of pursuing R&D grants, target grant bodies, and the specific value-add to the core roadmap. Ensure explicit boundary conditions are set for acceptable time and resource trade-offs.

    Consultant stress-test · 5 questions
    1. 1.What specific commercial milestone will this grant accelerate that equity capital cannot fund more efficiently?
    2. 2.How will you prevent the administrative burden of grant compliance from derailing your primary product launch?
    3. 3.Why is public R&D funding the correct capital instrument at this precise stage of your venture's development?
    4. 4.What evidence demonstrates that your planned technical work aligns strictly with current grant body funding priorities?
    5. 5.How does securing this non-dilutive funding directly improve your leverage for subsequent private investment rounds?
    Open action arrow_forward
Expected outputs
  • A data-room asset titled SBIR / STTR Readiness
  • A clear task output, updated venture DNA and recommended next action
  • It should update the venture DNA with specific evidence or decisions about non-dilutive R&D work packages, technical merit and commercialisation narrative, create a visible milestone in the founder journey, and generate one or more recommended next tasks
AI co-pilot support

Bertie co-pilot maps funder or investor criteria to evidence, drafts and reviews materials, simulates evaluator objections, and updates the funding record. For this task, it should focus on non-dilutive R&D work packages, technical merit and commercialisation narrative, prompt the founder for missing inputs, draft or improve the output, flag weak assumptions, and record the result back into the relevant data-room section.

Advisor / human support

A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.

scienceTry the loop: co-pilot simulation

Draft your output and let Bertie review it